Transferring Custom Fields from Leads to Deals
Can I transfer custom fields from leads to deals in Zendesk Sell?
Yes, you can transfer custom fields from leads to deals in Zendesk Sell during the conversion process. When setting up a custom field for leads, you have the option to transfer it to the deal card if a deal is created as part of the lead conversion. This ensures that important information is carried over seamlessly from leads to deals.
However, this transfer option is only available for leads to deals, not for contacts to deals.
More related questions
How do I create custom fields in Zendesk Sell?
Creating custom fields in Zendesk Sell allows you to store additional information specific to your business needs. To create a custom field, you need admin rights. Navigate to the Sell sidebar, click the Settings icon, and select Customize for the…
What types of custom fields can I create in Zendesk Sell?
Zendesk Sell offers a variety of custom field types to suit different data needs. You can create fields such as Single Line Text, Paragraph Text, Number, Checkbox, Drop-down, Multi-select, Date, Email, Phone, Address, and URL. However, note that…
Can I use custom fields as filters in Zendesk Sell?
Yes, you can use certain custom fields as filters in Zendesk Sell to better organize and view your data. When creating a custom field, you have the option to make it filterable. This allows you to filter leads, contacts, prospects, customers, and…
How can I edit or delete custom fields in Zendesk Sell?
Editing and deleting custom fields in Zendesk Sell is straightforward but requires admin rights. To edit a custom field, go to the Sell sidebar, click the Settings icon, and navigate to Customize for the relevant category. Find the field you want…
How do I set the order of custom fields in Zendesk Sell?
Setting the order of custom fields in Zendesk Sell helps organize how information is displayed. Admins can set the order by clicking the sort arrows or dragging the fields up and down in the list. This can be done in the add or edit forms and on…
What should I do if I can't delete a custom field in Zendesk Sell?
If you're unable to delete a custom field in Zendesk Sell, it might be due to a missing delete function. In such cases, it's best to contact Zendesk support for assistance. They can investigate the issue further and provide a solution. Meanwhile,…
Is it possible to make a custom field mandatory in Zendesk Sell?
Yes, you can make a custom field mandatory in Zendesk Sell, except for the Checkbox field type. To do this, go to Settings > Business Rules > Field Rules. Here, you can configure which fields are required to be filled out by your associates. This…
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